Erie Indemnity
ERIE
248 hedge funds and large institutions have $3.67B invested in Erie Indemnity in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 18 closing their positions.
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more capital invested
Capital invested by funds: $3.16B → $3.67B (+$514M)
5% more funds holding
Funds holding: 237 → 248 (+11)
0.78% more ownership
Funds ownership: 35.64% → 36.42% (+0.78%)
9% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 89
29% less call options, than puts
Call options by funds: $1.98M | Put options by funds: $2.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$63.5M |
| 2 |
JP Morgan Chase
New York
|
+$9.21M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$7.89M |
| 4 |
Amundi
Paris,
France
|
+$6.43M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$5.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$17.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$5.53M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.78M |
| 5 |
Two Sigma Advisers
New York
|
-$3.37M |
ERIE Hedge Fund Activity: Q3 2022 in Review
248 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q3 2022, worth a combined $3.67B — up 16% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ERIE positions and 18 closed out — a net gain of 12 holders — while 81 added to existing stakes and 89 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $63.5M. The largest seller was APG Asset Management, cutting an estimated $17.6M.
- 248 institutional investors held Erie Indemnity (ERIE) as of Q3 2022, up from 237 in Q2 2022.
- Funds reported $3.67B of Erie Indemnity stock for Q3 2022, up 16% quarter-over-quarter.
- 30 funds opened new Erie Indemnity positions in Q3 2022 and 18 closed out, a net change of +12 holders.
- The largest Erie Indemnity buyer in Q3 2022 was HBK Sorce Advisory, an estimated $63.5M added.
- The largest Erie Indemnity seller in Q3 2022 was APG Asset Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q3 2022.